TSMDX

AS OF

Jun 22 closing price

Price

$17.74

Change

+$0.06 (+0.34%)

Net Assets

33.13M

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TSMDX

Mutual Fund ticker: NASDAQ

AS OF

Jun 22 closing price

Price

$17.74

Change

+$0.06 (+0.34%)

Net Assets

33.13M

TSMDX Trillium ESG Small/Mid Cap Institutional Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

Category: #Mid-Cap Blend

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A.I.Advisor

published Highlights

Notable companies

The most notable companies in this group are CyberArk Software Ltd (null:CYBR).

Industry description

The investment seeks long-term capital appreciation. Under normal conditions, the fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of small and mid‑sized companies that meet Trillium’s Environmental, Social, and Governance (“ESG”) criteria.

Market Cap

The average market capitalization across the Trillium ESG Small/Mid Cap Institutional MF is 16.27B. The market cap for tickers in the group ranges from 4.01B to 45.86B. WAB holds the highest valuation in this group at 45.86B. The lowest valued company is MMSI at 4.01B.

Volume

The average weekly volume growth across all stocks in the Trillium ESG Small/Mid Cap Institutional MF was 19%. For the same stocks of the MF, the average monthly volume growth was -42% and the average quarterly volume growth was 94%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 75

P/E Growth Rating: 56

Price Growth Rating: 51

SMR Rating: 43

Profit Risk Rating: 61

Seasonality Score: 18 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category MidCapBlend

Profile

Details

	1 Day
FLUEX	29.20	N/A	N/A
Fidelity Advisor Stk Selec Lg Cp Val C
DIAMX	28.24	N/A	N/A
Diamond Hill Long-Short Inv
WSTYX	103.05	N/A	N/A
Nomura Science and Technology Y
NWKAX	12.90	N/A	N/A
Nationwide Geneva Mid Cap Gr R6
AXVNX	21.64	N/A	N/A
Acclivity Small Cap Value N

TSMDX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, TSMDX has been closely correlated with FSMDX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if TSMDX jumps, then FSMDX could also see price increases.

Ticker / NAME	Correlation To TSMDX	1D Price Change %
TSMDX	100%	N/A
FSMDX - TSMDX	97% Closely correlated	N/A
VIMAX - TSMDX	91% Closely correlated	N/A
VIMSX - TSMDX	91% Closely correlated	N/A
VMCIX - TSMDX	91% Closely correlated	N/A
VMCPX - TSMDX	91% Closely correlated	N/A
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